 |
 |
|
|
For further information please see the Client Service Tutorial or Client Service Help screen.
View a client, with Pm open, and go to the Client Service tab.
From here details of all current services set up already. Click to:
New
Select a job.
Enter a start date for the service
Enter the recurrence details - Note: If this is a standard system Job Type this information is defaulted. See below for more details.
Also enter in Notes specific to this client if needed
Click on Add
Now by using Job Planning searches can be made for services for a particular job to see what stage the job is in or whether they have been created.
When a job is completed a prompt may come up to ask whether the next job is to be created. If the next job has already been created then this prompt will not come up.
If the job recurrence is set to 6 monthly say when the service on the client is created it will allow changes to be made to the specific recurrence. This is because the default job recurrence is 6 monthly but for some clients this may be more of less. Consequently changes can be made on the recurrence from unspecified, which would be user defined, up to Annual.
If the job is a Standard System Job Type then the recurrence details cannot be changed.
Terminating a client service will stop the automatic creation of jobs. To Terminate a client service firstly go to the Client Service Tab. From there highlight and View the client service.
From this screen enter in a Date Terminated.
Click on Update.
The termination of a service will have an effect on the Corporation Tax Payment Reminder screen. For further details please click here.
If a client service is created by mistake, then View the Client Service and then click on Delete.